+223.3%
HOOD vs MKTX
-63.0%
+286.3%
-90.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | MKTX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -7.8% | -0.2% | -7.6% | -7.8% |
| 30D | +18.6% | +0.7% | +17.9% | +18.4% |
| 3M | +22.1% | +40.8% | -18.7% | +8.9% |
| 6M | +43.1% | -8.0% | +51.0% | +46.8% |
| YTD | -0.5% | -8.7% | +8.3% | +2.1% |
| 1Y | -4.4% | -11.8% | +7.4% | -1.2% |
| 3Y | +938.5% | -24.0% | +962.5% | +950.5% |
| 5Y | +173.4% | -60.3% | +233.7% | +353.5% |
| All | +223.3% | -63.0% | +286.3% | +522.5% |
Cumulative growth
Daily Returns
Daily percentage return beside MKTX.
Daily Out/Under-Performance
Portfolio return minus MKTX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × MKTX return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded MKTX wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling